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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,782 | $50,919-71.0% | $155,556-90.5% | $77,762-81.0% |
| Participation rate | 14.9% | 63.1%-48.1pp | 78.2%-63.3pp | 70.6%-55.6pp |
| Annual return | 19.03% | 34.84%-15.8pp | 64.84%-45.8pp | 31.27%-12.2pp |
| Employer contribution / active EE | $479 | $1,991-75.9% | $4,675-89.8% | $2,728-82.4% |
| Participant deferral / active EE | $982 | $2,824-65.2% | $5,631-82.6% | $4,651-78.9% |
| Admin fee / account holder | $3,560 | $437+715.2% | $15,885-77.6% | $433+722.5% |